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Ryan Gri

Cant use web screens in sage 300 and sage crm integration

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I am trying to use sage 300c 6.3 with web screens and the sage crm integration. As you cant have portal and web screens installed together it effectively means i cant run web screens for sage 300 and sage crm integration.

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  • 0
    The problem here is that the web screens open the UIs for Sage 300, such as the A/R Customer screen, and the portal screens run the quotes and orders screens. We always need both to do both tasks.
  • 0 in reply to CJBennett
    Sage 300c has added a web screen. This is not the same thing as Web Deployment nor Sage 300 portal. Currently, if you want to integrate Sage CRM with Sage 300, you will have to have one server install Sage 300 portal and web deployment, then configure Sage CRM to use this as Sage 300 server to have integration work. Sage 300 web screen need to be installed on a different server so you can use it. Eventually, Sage CRM will be able to use Sage 300 web screen, however, it is still in the developing phase and there is no ETA.
  • 0 in reply to Terry@

    Since this thread was over two years ago, I thought it would be useful to ask this: Can Sage CRM use the web screens now in Sage 300 v2018 ?

  • 0 in reply to unubar

    For our Sage 300 2019 release (August 2018), we will have a brand new CRM integration with Sage CRM 2018 R3. This new integration will allow the Sage 300 web screens to be invoked from the Sage CRM web screens. At that time, there will no longer be any conflicts regarding if Sage 300 and CRM are installed on the same or different servers. Not only will the old integration be replaced with the new integration (replacing the ASP "middle man" pages, but the new integration will use the .NET SDK of the CRM product for added extensibility). We are very excited for this release come August!!

  • 0 in reply to John Thomas

    Thanks for the reply, John. Is there a roadmap available so we can know what's coming. I am especially interested in knowing when some features that are still in VB UI will make it to the web screens.

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